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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,418 | $124,187-30.4% | $108,410-20.3% | $167,518-48.4% |
| Participation rate | 38.1% | 82.3%-44.2pp | 80.1%-42.0pp | 82.1%-44.0pp |
| Annual return | 8.27% | 1379.80%-1371.5pp | 905.34%-897.1pp | 478.71%-470.4pp |
| Employer contribution / active EE | $239 | $4,187-94.3% | $3,558-93.3% | $4,838-95.1% |
| Participant deferral / active EE | $2,425 | $6,908-64.9% | $6,562-63.0% | $6,342-61.8% |
| Admin fee / account holder | $28,378 | $9,456+200.1% | $7,296+289.0% | $12,312+130.5% |